Fidelity bond in place
Yes
Filing
White Pine Credit Union Basic 401K Plan and Trust
White Pine Cu Basic 401K • EIN 82-6011939 • Plan year 2000
Filing Insights
Participants
Flat4 → 4
0 • 0.00%
Assets
Up$4,403 → $8,672
$4,269 • 96.96%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $4,269
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| White Pine Credit Union Basic 401K Plan and Trust | - | 0 | $0 | $0 | - |
| 2016 | 1 | 6 | $180,292 | $13,594 | $2,266iApproximate average salary by contribution assumption: employee only about $56,642 at 4% or $37,761 at 6%; with 50% employer match about $37,761 at 4% or $25,174 at 6%; with 100% employer match about $28,321 at 4% or $18,881 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 6 | $180,292 | $13,594 | $2,266iApproximate average salary by contribution assumption: employee only about $56,642 at 4% or $37,761 at 6%; with 50% employer match about $37,761 at 4% or $25,174 at 6%; with 100% employer match about $28,321 at 4% or $18,881 at 6%. |
| 2015 | 1 | 4 | $164,775 | $6,454 | $1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $164,775 | $6,454 | $1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%. |
| 2014 | 1 | 2 | $163,228 | $10,094 | $5,047iApproximate average salary by contribution assumption: employee only about $126,175 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,058 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 2 | $163,228 | $10,094 | $5,047iApproximate average salary by contribution assumption: employee only about $126,175 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,058 at 6%. |
| 2013 | 1 | 4 | $148,762 | $10,750 | $2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $148,762 | $10,750 | $2,688iApproximate average salary by contribution assumption: employee only about $67,188 at 4% or $44,792 at 6%; with 50% employer match about $44,792 at 4% or $29,861 at 6%; with 100% employer match about $33,594 at 4% or $22,396 at 6%. |
| 2012 | 1 | 4 | $121,425 | $11,558 | $2,890iApproximate average salary by contribution assumption: employee only about $72,238 at 4% or $48,158 at 6%; with 50% employer match about $48,158 at 4% or $32,106 at 6%; with 100% employer match about $36,119 at 4% or $24,079 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $121,425 | $11,558 | $2,890iApproximate average salary by contribution assumption: employee only about $72,238 at 4% or $48,158 at 6%; with 50% employer match about $48,158 at 4% or $32,106 at 6%; with 100% employer match about $36,119 at 4% or $24,079 at 6%. |
| 2011 | 1 | 3 | $100,653 | $9,964 | $3,321iApproximate average salary by contribution assumption: employee only about $83,033 at 4% or $55,356 at 6%; with 50% employer match about $55,356 at 4% or $36,904 at 6%; with 100% employer match about $41,517 at 4% or $27,678 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 3 | $100,653 | $9,964 | $3,321iApproximate average salary by contribution assumption: employee only about $83,033 at 4% or $55,356 at 6%; with 50% employer match about $55,356 at 4% or $36,904 at 6%; with 100% employer match about $41,517 at 4% or $27,678 at 6%. |
| 2010 | 1 | 3 | $89,565 | $9,382 | $3,127iApproximate average salary by contribution assumption: employee only about $78,183 at 4% or $52,122 at 6%; with 50% employer match about $52,122 at 4% or $34,748 at 6%; with 100% employer match about $39,092 at 4% or $26,061 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 3 | $89,565 | $9,382 | $3,127iApproximate average salary by contribution assumption: employee only about $78,183 at 4% or $52,122 at 6%; with 50% employer match about $52,122 at 4% or $34,748 at 6%; with 100% employer match about $39,092 at 4% or $26,061 at 6%. |
| 2009 | 1 | 4 | $73,375 | $9,037 | $2,259iApproximate average salary by contribution assumption: employee only about $56,481 at 4% or $37,654 at 6%; with 50% employer match about $37,654 at 4% or $25,103 at 6%; with 100% employer match about $28,241 at 4% or $18,827 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $73,375 | $9,037 | $2,259iApproximate average salary by contribution assumption: employee only about $56,481 at 4% or $37,654 at 6%; with 50% employer match about $37,654 at 4% or $25,103 at 6%; with 100% employer match about $28,241 at 4% or $18,827 at 6%. |
| 2008 | 1 | 5 | $53,170 | $8,869 | $1,774iApproximate average salary by contribution assumption: employee only about $44,345 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,709 at 6%; with 100% employer match about $22,173 at 4% or $14,782 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 5 | $53,170 | $8,869 | $1,774iApproximate average salary by contribution assumption: employee only about $44,345 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,709 at 6%; with 100% employer match about $22,173 at 4% or $14,782 at 6%. |
| 2007 | 1 | 5 | $59,235 | $8,324 | $1,665iApproximate average salary by contribution assumption: employee only about $41,620 at 4% or $27,747 at 6%; with 50% employer match about $27,747 at 4% or $18,498 at 6%; with 100% employer match about $20,810 at 4% or $13,873 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 5 | $59,235 | $8,324 | $1,665iApproximate average salary by contribution assumption: employee only about $41,620 at 4% or $27,747 at 6%; with 50% employer match about $27,747 at 4% or $18,498 at 6%; with 100% employer match about $20,810 at 4% or $13,873 at 6%. |
| 2006 | 1 | 4 | $48,452 | $6,317 | $1,579iApproximate average salary by contribution assumption: employee only about $39,481 at 4% or $26,321 at 6%; with 50% employer match about $26,321 at 4% or $17,547 at 6%; with 100% employer match about $19,741 at 4% or $13,160 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $48,452 | $6,317 | $1,579iApproximate average salary by contribution assumption: employee only about $39,481 at 4% or $26,321 at 6%; with 50% employer match about $26,321 at 4% or $17,547 at 6%; with 100% employer match about $19,741 at 4% or $13,160 at 6%. |
| 2005 | 1 | 3 | $40,386 | $7,195 | $2,398iApproximate average salary by contribution assumption: employee only about $59,958 at 4% or $39,972 at 6%; with 50% employer match about $39,972 at 4% or $26,648 at 6%; with 100% employer match about $29,979 at 4% or $19,986 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 3 | $40,386 | $7,195 | $2,398iApproximate average salary by contribution assumption: employee only about $59,958 at 4% or $39,972 at 6%; with 50% employer match about $39,972 at 4% or $26,648 at 6%; with 100% employer match about $29,979 at 4% or $19,986 at 6%. |
| 2004 | 1 | 4 | $31,473 | $7,404 | $1,851iApproximate average salary by contribution assumption: employee only about $46,275 at 4% or $30,850 at 6%; with 50% employer match about $30,850 at 4% or $20,567 at 6%; with 100% employer match about $23,138 at 4% or $15,425 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $31,473 | $7,404 | $1,851iApproximate average salary by contribution assumption: employee only about $46,275 at 4% or $30,850 at 6%; with 50% employer match about $30,850 at 4% or $20,567 at 6%; with 100% employer match about $23,138 at 4% or $15,425 at 6%. |
| 2003 | 1 | 3 | $21,917 | $5,215 | $1,738iApproximate average salary by contribution assumption: employee only about $43,458 at 4% or $28,972 at 6%; with 50% employer match about $28,972 at 4% or $19,315 at 6%; with 100% employer match about $21,729 at 4% or $14,486 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 3 | $21,917 | $5,215 | $1,738iApproximate average salary by contribution assumption: employee only about $43,458 at 4% or $28,972 at 6%; with 50% employer match about $28,972 at 4% or $19,315 at 6%; with 100% employer match about $21,729 at 4% or $14,486 at 6%. |
| 2002 | 1 | 4 | $16,950 | $5,429 | $1,357iApproximate average salary by contribution assumption: employee only about $33,931 at 4% or $22,621 at 6%; with 50% employer match about $22,621 at 4% or $15,081 at 6%; with 100% employer match about $16,966 at 4% or $11,310 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $16,950 | $5,429 | $1,357iApproximate average salary by contribution assumption: employee only about $33,931 at 4% or $22,621 at 6%; with 50% employer match about $22,621 at 4% or $15,081 at 6%; with 100% employer match about $16,966 at 4% or $11,310 at 6%. |
| 2001 | 1 | 4 | $13,067 | $5,201 | $1,300iApproximate average salary by contribution assumption: employee only about $32,506 at 4% or $21,671 at 6%; with 50% employer match about $21,671 at 4% or $14,447 at 6%; with 100% employer match about $16,253 at 4% or $10,835 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $13,067 | $5,201 | $1,300iApproximate average salary by contribution assumption: employee only about $32,506 at 4% or $21,671 at 6%; with 50% employer match about $21,671 at 4% or $14,447 at 6%; with 100% employer match about $16,253 at 4% or $10,835 at 6%. |
| 2000 | 1 | 4 | $8,672 | $4,654 | $1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | Current | 4 | $8,672 | $4,654 | $1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%. |
| 1999 | 1 | 4 | $4,403 | $3,946 | $987iApproximate average salary by contribution assumption: employee only about $24,663 at 4% or $16,442 at 6%; with 50% employer match about $16,442 at 4% or $10,961 at 6%; with 100% employer match about $12,331 at 4% or $8,221 at 6%. |
| White Pine Credit Union Basic 401K Plan and Trust | - | 4 | $4,403 | $3,946 | $987iApproximate average salary by contribution assumption: employee only about $24,663 at 4% or $16,442 at 6%; with 50% employer match about $16,442 at 4% or $10,961 at 6%; with 100% employer match about $12,331 at 4% or $8,221 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037003124522
- Form Id
- 11092897
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372003124020003
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 84037003124522
- Form Id
- 11092896
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372003124020002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 3
- Ins Carrier Name: CUNA MUTUAL LIFE INSURANCE COMPANY
- Filing Id
- 84037003124522
- Form Id
- 11092897
- Schedule A EIN
- 82-6011939
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- CUNA MUTUAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 42-0388260
- Ins Carrier Naic Code
- 65749
- Ins Contract Num
- 111-0207-8
- Ins Prsn Covered End of year Count
- 4
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $5,536
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 4
- Ins Carrier Name: CUNA MUTUAL INSURANCE SOCIETY
- Filing Id
- 84037003124522
- Form Id
- 11092896
- Schedule A EIN
- 82-6011939
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2000-01-01
- Schedule A Tax Period
- 20001231
- Ins Carrier Name
- CUNA MUTUAL INSURANCE SOCIETY
- Ins Carrier EIN
- 39-0230590
- Ins Carrier Naic Code
- 62626
- Ins Contract Num
- 111-0207-8
- Ins Prsn Covered End of year Count
- 4
- Ins Policy From Date
- 2000-01-01
- Ins Policy To Date
- 2000-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $2,770
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 1
- Pension End Prev Bal Amount
- $1,356
- Pension Contribution Dep Amount
- $1,310
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $104
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $1,414
- Pension Total Bal Addn Amount
- $2,770
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $2,770
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037003124522
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372003124020004
- DFE P1 Entity 01 Name
- CUNA MUTUAL LIFE INSURANCE CO PSA
- DFE P1 Spons 01 Name
- CUNA MUTUAL LIFE INSURANCE COMPANY
- DFE P1 Plan 01 EIN Plan number
- 420388260000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,536
- Row 2
- Filing Id
- 84037003124522
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 30372003124020004
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$8,672$4,269 change
Balance Sheet
Beginning and end of plan year.
Total assets$4,403$8,672Increase +$4,269 (96.96%)
Total liabilities$0$0No change $0
Net assets$4,403$8,672Increase +$4,269 (96.96%)
Contributions
Employer contributions$2,327
Participant contributions$2,327
Other contributions$0
Income & Expenses
Total income$4,269
Total expenses$0
Net income$4,269
Source fields
- Schedule I source fields
- Filing Id
- 84037003124522
- Schedule I EIN
- 82-6011939
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $4,403
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $4,403
- Small plan total assets at end of year
- $8,672
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $8,672
- Small plan employer contributions
- $2,327
- Small plan participant contributions
- $2,327
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-385
- Small plan total income
- $4,269
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $4,269
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $15,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0